Estate Planning

Planning and Estate Administration

Formally appointing decision-makers to declare your personal and financial wishes is an important step in your fiscal planning and provides peace of mind for you and your loved ones. We regularly advise clients on administrative issues, estate and trust taxes, and serve as a resource for their beneficiaries.

As a firm, we pride ourselves on establishing long-term relationships with our clients, which often result in a deeper personal understanding of their financial circumstances. Whether you’re a current client or new to the S & K family, we offer a standard of compassion that brings both ease and expertise to your estate planning.